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Ep 342: Scaling To $1M Of Financial Planning Fee Revenue By Specializing In The Divorce Niche With Nancy Hetrick

Financial Advisor Success

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How to Avoid Making Mistakes as a Divorce Financial Planner

The most successful divorce financial planners do it as an outside business activity and not part of either their RIA or the broker dealer. Because you're not getting paid for investments advice, which would trigger your RIA registration. And it's not pursuant to a sale of a product. So you don't need a FINRA license.

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